Integrations

Connect HubSpot

HubSpot is the CRM DialSwarm syncs with today. It pulls contacts from a HubSpot list into a campaign and writes call results back. The other CRMs on the Integrations screen are not available yet.

  1. Go to Integrations and find the HubSpot card.
  2. Click Connect, sign in to HubSpot and approve the connection. You come back to Integrations and the card shows Connected.
  3. In Which list to call, pick the HubSpot list.
  4. In Agent that calls them, pick an agent. DialSwarm creates a campaign for these leads.
  5. Check Field mapping. It shows which HubSpot field DialSwarm reads for each value. The consent fields are created in HubSpot when you connect.
  6. Leave Write call outcome, summary, status and transcript link back to HubSpot ticked if you want results on each contact.
  7. Tick the consent confirmation. It covers every later sync.
  8. Click Save settings.
  9. Click Sync leads now. A note shows how many leads were added and any that were rejected, with a link to Open the campaign.
  10. Open the campaign and click Start. It doesn't start by itself.

Click Sync leads now again whenever you add people to the list. If the card says the connection needs attention, click Reconnect. To stop, click Disconnect. Leads already imported stay in DialSwarm.

If the Connect button is greyed out, the HubSpot connection isn't switched on for DialSwarm yet. Set your company name on Company & Products first, so the consent confirmation names your business.

Still stuck? Talk to a person.